Skip to main content

How to Approve a Document

Learn how to review a document in the Veratrak platform, and either approve or reject it.

M
Written by Matt Williams
Updated over 3 years ago

1 - Navigate to the relevant workspace, with the relevant workflow tab open:

  • You can download the latest version of the uploaded document by selecting 'Download Latest'

2 - Select 'Approve & Sign'

3 - Observe the approval modal appear.

  • Only PDF documents can be approved via e-signature

_______________________________________________________________

Approve via E-Signature

  • When approving PDF documents using an e-signature, select 'Approve via E-Signature'

  • Enter your email and password to re-authenticate and verify your signature

  • Select an approval type form the dropdown, to indicate the intention of your signature (required for FDA 21 CFR Part 11 compliance)

  • Once completed, select 'Sign'

  • Once the file is signed, observe the update in the Workflow Activity panel

  • As this was the final step of this workflow - the workflow is now complete

  • Select 'Download Latest' to download the PDF document, with the e-signature appended to an additional page added to the document

_______________________________________________________________

Approve via Upload

  • When approving documents using an uploaded document, select 'Approve via Upload'

  • Select a file from your device, that indicates your approval of the uploaded document

  • Once the approval file is uploaded, observe the update in the Workflow Activity panel

  • As this was the final step of this workflow - the workflow is now complete

  • To download the approval document, select 'a file' in the Workflow activity panel

_______________________________________________________________

Comment & Reject

  • If declining the document, a rejection message (of at least 3 characters) is required

  • To add an attachment to the rejection, select 'Add Attachment' and select a file from your device (optional)

  • Once completed, select 'Reject'

  • Once the file is rejected, observe the update in the Workflow Activity panel, and that the original upload step is active again

Did this answer your question?